Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,009 | $110,212-59.2% | $96,534-53.4% | $139,466-67.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 27.86% | 26.42%+1.4pp | 25.88%+2.0pp | 373.66%-345.8pp |
| Employer contribution / active EE | $6,706 | $3,620+85.2% | $2,965+126.1% | $4,754+41.1% |
| Participant deferral / active EE | $3,623 | $5,547-34.7% | $4,851-25.3% | $6,712-46.0% |
| Admin fee / account holder | $445 | $11,599-96.2% | $8,253-94.6% | $11,409-96.1% |